WealthPLAN, PC

San Jose Estate Planning Attorney
WealthPlan is an estate planning law firm in San Jose, CA that focuses on meeting all needs relating to estate plans, trusts, succession planning, wills, probate and all other forms of estate planning. Dedicated to family wealth preservation, they pride themselves on providing high-quality, reputable service which can help to meet the legal needs of all of their clients. For over 15 years, they have worked to help clients throughout the area, regardless of their current situation and which area of estate or probate law that they are facing. To learn more about the San Jose estate planning lawyers from their firm, reach out and contact them today.
Probate Administration
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Estate Planning
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About Us

WealthPLAN is a law firm that is dedicated to help preserver family wealth. Founded in 1996, the firm has dedicated themselves to constantly helping push the envelope by developing more responsive and efficient solutions to estate planning for residents throughout San Jose and all of California. While the conventional approach to estate planning would help to draft a document to pass wealth onto beneficiaries, the San Jose estate planning lawyers from WealthPLAN work with their clients to come up with a solution which will also impact you during their lives. Their service commitment to clients is simple. They will response to inquiries in a timely fashion; meet all deadlines on or ahead of schedule; both actively encourage and promptly answer all client questions; look at all possible solutions to determine the best one for the client; and help facilitate timely choices. To learn more about how they can help you, give them a call today!

Cities in Santa Clara

Los Altos
Los Gatos
Morgan Hill
Mountain View
Palo Alto
San Jose
San Martin
Santa Clara

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